Donald Raymond Delaria, Jr

Gradient Investments, LLC

14 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Gradient Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

24,542 clients

Average Client Portfolio

$267K average

Assets Under Management

$6.6B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

100 Constitution Plz, Fl 7, Hartford, CT, 06103-1703

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History

Regulatory History (1)

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Criminal

October 1977

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald is the owner/president of Capital Consulting Group NC, marketing and selling insurance products, dedicating about half his time to this. He also owns Capital Financial Management NC, an investment advisory firm, and spends about half his time meeting with clients and providing financial recommendations. He also has a selling agreement with EQIS Capital Management.

Employment History

Current Registrations

Gradient Investments, LLC

July 2021 - Present · 4 yrs 7 mos

Capital Financial Management Nc, INC

April 2021 - Present · 4 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.